Broker relationship management The CRM for sales through brokers

Customized B2B sales partner support is a crucial key to success for many insurance companies. BSI has committed itself successfully to the topic of broker relationship management (BRM) for more than two decades. As a result, we provide a competitive advantage to insurance companies that sell through brokers – because brokers and multiple agents are better ambassadors when they are happy and well supported.

broker relationship management

Number 1 The leading BRM standard

With its Broker Relationship Management (BRM) solution, BSI has set a new standard for sales through brokers. Insurers value the solution’s efficiency because it provides uniform standards, 360° broker views, targeted broker support, and optimized sales management.

Broker support For satisfied sales partners

Digitization offers many opportunities for insurance sales, and the professional Broker Relationship Management solution from BSI provides the optimal basis for it. With BSI, broker advisers can devote themselves much more effectively to intelligent sales management and their core competency – customized broker support.

B2B sales partners Utilizing every sales opportunity

Sales through brokers are one of the most important distribution channels for many insurance companies. Increase your efficiency and save precious time. BSI will help you provide customized support to independent brokers and sales partners.

Managed processes Step by step to the goal

BSI impresses with its managed processes for the standardized processing of business transactions and the mapping of approval processes, for example, in the context of setting up commission commitments. Seminars and training courses on new insurance products are very easy to organize.

Usability More time for what is important

We harnessed our many years of experience with CRM projects and combined it in our software solution. Thanks to BSI BRM’s powerful features and its high degree of user-friendliness, it is easy to get the work done. Among other features, BSI offers individualized startup pages for broker advisers and managers. You can view everything with a single click: brokered contracts, requested quotes, and canceled contracts.

Frank Thieß, Head of Controlling/Finance, HDI

What has impressed me is the strong enthusiasm with which BSI drives product development, which allows the company to offer new options all the time.

Your advantages at a glance

The Broker Relationship Management (BRM) solution from BSI comprehensibly maps broker sales’ specific requirements in one solution. Our customers like the following features in particular:

  • Individualized startup pages for broker advisers and managers
  • Selection options for the targeted broker or contact search
  • Guided processes for the standardized processing of business transactions and mapping of approval processes, for example, in the context of setting up commission commitments

  • Setting up seminars and training sessions, such as for new insurance products
  • Direct interaction between task and contact management and the sales support units or internal sales
  • Brokers’ principal activities and comparison programs are on file
  • You can view everything with a single click: brokered contracts, requested quotes, and canceled contracts

Mapping of broker status, broker type, and sales hierarchies

«As a software provider with an insurance focus, we have created a new standard for broker sales.»

- Oliver Hechler, Insurance Community Manager, BSI

In good company

When it comes to supporting their independent brokers, prominent insurance companies like Basler Versicherungen Germany, ProTect, ERGO, Rhion, die Bayerische, Gothaer, HDI, and Nürnberger count on the customized B2B sales partner support they get from BSI BRM.

Related Capabilities


BSI knows your business

Whether sales, marketing or service: you can put our two million code lines and promising solutions together with equal ease – through uncompromising technology, a highly flexible data model and a captivating user experience.


Set up trigger-based, highly personalized customer journeys within 15 minutes with BSI. They help you provide an unforgettable experience and maximize your business success.


BSI offers a central, virtual advisor workstation with access to all relevant customer information. This improves the chances of a successful business conclusion.


BSI’s guided processes enable more efficient handling of customer issues. This saves you time and money in the long term, and makes your customers happy.


BSI provides you with powerful analytics, clearly arranged reporting dashboards and the possibility of data-based challenges to your decisions. BSI is your direct access to business intelligence.

Next best action: BSI.

The next best action: Network your goals with BSI.

Oliver Hechler, Creator of Customer Delight

+49 (89) 18917 09 12

BSI for your industry

Banking, insurance, retail are three core industries; three strong communities with “Be Involved” processes. And with BSI, a guarantee of more than just three advantages. We speak your language.


BSI is perfectly geared to the regulatory requirements of the banking market, and helps you digitize your customer relationship.


You can not only design the internal processes of your highly complex sales structures to be more efficient, but also enhance the customer experience.


BSI supports you with seamless processes along the customer journey – from the cash register to the contact center.